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20120901
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.s. prospers. to say manufacturing jobs in general are going to come back to the united states. most chinese products of low cost are going to go other places. they aren't coming back to the u.s. we have to recognize there's a dramatic ure ing in the world and everybody is part participating in it. >> we know the competitive situation always leans towards china because they've got much lower, you know, costs there. so companies are going to send workers to china and going to manufacture in china. what's great about china slowing down for the u.s.? >> i would agree with robert that, yes, there's a structural rebalancing going on. but this rebalancing is great because this enables for china's middle class to grow and create a service sector which can generate continued higher wages. that allows the private sectors in the developed economies to sell to china's middle class and not just depend on america's middle class. this way it gives a new engine of growth for nations around the world. and this is not priced into the markets. the markets have priced in the fact that china is slowing down but
renaissance. we're gaining market share here in the united states and the riots in china over the weekend support our notion that in the future do you want to put manufacturing facilities overseas or in the united states? this weekend is why you want to put them in the united states. >> peter, tell me what the market right now is saying to you. it would seem to me that since bernanke came out a week or so ago with the announcement of qe3 that the market has kind of moved back a little bit. we've had a few sort of down days as though the market were saying, he gave us what we expected and now it's time to get a little smart. >> it's time to get smart. the earning season could be choppy. i think a lot of people are waiting for that. actually, that's a smart move. don't think you'll see much in the next probably three weeks that will motivate anybody in either direction very seriously. i would like to say i'm a little more positive about it. i think i might be in the minority on this, but i do think we'll probably see some surprises -- >> you got the earnings season right up against the elec
moved, not by what's going on here in the united states, but what's been going on in europe, which says to me two things. one, any bad news out of europe is going to send the market down. two, eventually people are going to have to pay attention to what's going on in the united states. i'm expecting we're heading into earnings season, i'm expecting anemic growth, and eventually that's going to have to play into the situation here. i mean, i know you don't fight the fed, but eventually we have to come back to what's going on in terms of fundamentals and stop focusing on monetary policy. >> what do you think? are we going to focus on fundamentals? if you are, kurt, would you be a seller of this market? >> we are focused in on fundamentals. i think this has been a tug of war between the reflationists and some of the risk that's been perceived in the market. we're not investing in gdp. we're investing in earnings. so far, earnings has held up. so far this year the stock market has been doing well. we'll focus on earnings. in terms of am i a buyer here, i'm taking selective positions because
the unemployment problem here in the united states. >> yeah, i agree with you on that, bill, but i just want to make a point that i've heard a lot of politicians talk about unemployment. i've not heard any single person talk in a more impassioned way. you can agree or disagree with his prescription, but as far as i can tell, he's the only one in the political establishment doing anything about it. so i think that's an important thing. and that's one of the reasons why, you know, he feels -- he's pointing out that fed policy is not a panacea. he needs help from the fiscal side. >> how come we're not getting it, steve? is it just because washington is so broken? >> i think it's so broken, and i think no side is willing to give the other side any advantage whatsoever until the election clarifies. >> i think that's outrageous. i think that's outrageous, really. i do. >> but it's the reality we face right now. lance roberts, what strikes you about -- i mean, are you hopeful that the economy can get better as ben bernanke suggests, or are you more concerned about what the implications are for this
part of the story of the economy here in the united states. >> quincy, what areas of the market are going to continue rising, assuming you believe the stock market goes higher? >> i think you're going to see the cyclical sectors, the ones that were neglected by the defensive sectors. if you think this is going to move higher, you're already moving into the industrials, the materials, and energy and tech. and financials as well. >> you think this has legs? what do you think the rest of the year looks like in terms of this market? >> this is not straight up. i think one of the reasons you see gains locked in today is who wants the spend the weekend worrying about what's going on in the middle east? there are going to be issues that pull this market back, but i think that you've got a bottom for the market, and you're going to see it grind higher every time there's a pullback. >> stephanie, you told me yesterday immediately following the fed decision when you were sitting next to me on "halftime," buy the financials head over fist. >> yeah, and we actually added to the stock i pick
to the united states. go in there with good security selectors. there's going to be some volatility but valuations matter a lot. >> we're at five and a half year highs in this market. are we getting a little more expensive overall. >> 13.5 times, the s&p 500 is right where you need to be right now, as long as the economy continues to move forward and continues to grow 1.5 to 2%. our view is, the economy has fallen off a cliff since the start of the second quarter and it's moving sideways right now. qe 3, the feds boldest move yet really needs to be successful, you're seeing glimmers in recovery and housing. it remains at suppressed levels. if we can continue to move forward here, can you see the impetus come into the economy. >> ben bernanke has said, the success of qe 3 will be determined by job growth in this economy. will it create jobs? >> it will create jobs in the real estate related markets. that could be a start. >> are you sticking to your estimates in terms of double-digit growth for financials in the fourth quarter? s&p 500, the estimates from the analysts out there, have
. number two, increased production from the united states, canada and the north sea, specifically norway. and number three, iraq. iraq has continued to increase their production. you know, they have as much reserves as iran, so they are the third or second -- tied for second in the world of reserves, and iraq has put in these offshore terminals, and they have been able to ramp up the exports. that is likely to put some downward pressure if there's no geopolitical blow up, maria. >> i was just going to see, weigh the geopolitical risk versus the spr noise and tell me where oil goes between now and the end of the year. >> well, we have 117 for the end of the year on brefnlt now our view is that the geopolitical noise is not likely to seriously dissipate, because there's no sign of progress in the iranian nuclear negotiations. there's no sign that the standoff will be eased any time soon, and without any easy off ramp, we don't see how this situation is resolved, so we think potentially 2013 you're really looking at a question of does iran get nuclear weapons capability, or do you take mili
. prosecutors are expected to seek his extradition from the u.k. if he doesn't voluntarily return to the united states. there you are. >> yeah. >> take a break here, come back with about 25 minutes left. the dow heading a little lower, down 40 points. >> september is traditionally the worst month for stocks, but the market is faring better than expected. market watchers will weigh in next. >>> also, twitter battles the government to protect your privacy. we'll hear from that company's ceo still to come. >>> after the bell, find out what texas billionaire boone pickens thinks about importing oil. back in a moment. [ male announcer ] at scottrade, we believe the more you know, the better you trade. so we have ongoing webinars and interactive learning, plus, in-branch seminars at over 500 locations, where our dedicated support teams help you know more so your money can do more. [ rodger ] at scottrade, seven dollar trades are just the start. our teams have the information you want when you need it. it's another reason more investors are saying... [ all ] i'm with scottrade. >>> welcome back. 20 mi
Search Results 0 to 7 of about 8

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